Pricing & ROI

See your return first —
then choose the right plan

Start with digital intake. Add online estate plans when you're ready. Scale without limits — and without adding staff.

Monthly Annual Save 20%

ROI Calculator

See your return before you commit

Adjust the sliders to match your practice.

Estate planning clients per month

clients/month

Average fee per estate plan

$1,800

per client

Your hourly rate

$350

per hour

Hours saved per client with LegalGEN

5.5

hours freed per client

Hours recovered per month

hours you can redirect to higher-value work

Value of time recovered

$15,400

/month at your hourly rate

Additional clients you could serve

clients/month with the same hours

Additional annual revenue potential

$108,000

/year from volume expansion alone

See this in action — schedule demo →

Digital Intake

Replace forms and email chains with a client-converting intake experience

$90

/month, billed monthly

The fastest way to modernize client onboarding. Works for estate planning, probate, elder law, and family law.

✓ Mobile-friendly online intake questionnaires
✓ Attorney-branded client portal
✓ AI-powered data organization
✓ Real-time attorney notifications
✓ Estate planning, probate, elder law & family law
✓ Clio, MyCase & WealthCounsel integration
✓ Unlimited client intake sessions
✓ Email & chat support

Start free trial 30-day money-back guarantee

Expand your platform as you grow

Available on Online Will & Trust and White-Label plans. Add only what you need.

🏥

Elder Law & Medicaid Intake

+$49/month

Specialized intake for Medicaid planning, asset protection, and nursing home admission.

🏢

Business Formation Package

+$49/month

LLC formation, operating agreements, and succession planning — pairs naturally with estate planning clients who own businesses.

🎓

Young Adult / College Package

+$29/month

Healthcare POA, HIPAA authorizations, and financial POA bundles for college students.

🔗

API Access & Custom Integrations

Included in White-Label

Connect LegalGEN to your practice management software, CRM, or client portal via REST API.

📊

Advanced Analytics Dashboard

+$29/month

Track conversion rates, drop-off points, and revenue by product. Know exactly which clients convert and why.

🤝

Referral Partner Portal

+$59/month

Give financial advisors, CPAs, and insurance agents their own portal to refer clients into your intake workflow.

Full comparison

What's included in each plan

Feature	Digital Intake$90/mo	Online Will & Trust$275/mo	White-LabelCustom
Intake & Onboarding
Digital intake questionnaires	✓	✓	✓
Attorney-branded client portal	✓	✓	✓
AI data organization	✓	✓	✓
Clio / MyCase / WealthCounsel integration	✓	✓	✓
Online Estate Planning Products
Online wills (single & married)	—	✓	✓
Powers of attorney & advance directives	—	✓	✓
Revocable living trusts	—	✓	✓
Special needs & Medicaid trusts	—	Add-on	✓
AI Document Generation
AI generation using your templates	—	✓	✓
Template mapping session (onboarding)	—	Included	Included
Payments & Revenue
Online payment collection	—	✓	✓
Per-package pricing option	—	✓	✓
Platform & Branding
Full white-label under your domain	—	—	✓
Multi-attorney management	—	—	✓
API access	—	Add-on	✓
Support
Email & chat support	✓	✓	✓
Priority support	—	✓	✓
Dedicated implementation team	—	—	✓

FAQ

Common questions answered

Will LegalGEN use my documents, or generic templates?

LegalGEN AI generates documents using your firm's existing templates — your language, your clauses, your drafting standards. Nothing generic. Before you go live, we run a template mapping session where we configure the AI to produce output that matches your work exactly.

How long does setup take?

Most Digital Intake customers are live within 24 hours. Online Will & Trust plans include a template mapping session and onboarding call — most firms are fully operational within 3–5 business days. White-Label implementations typically take 2–4 weeks.

Does LegalGEN replace the attorney's role?

No. LegalGEN handles the administrative and data-gathering work — intake, organization, and document preparation. The attorney reviews every generated document, approves it, and handles all legal judgment, advice, and signing.

What practice management software does LegalGEN integrate with?

LegalGEN integrates natively with Clio, MyCase, and WealthCounsel. API access is available on White-Label plans and as an add-on for Online Will & Trust subscribers.

Is there a contract or minimum commitment?

No long-term contracts on Digital Intake or Online Will & Trust plans. Cancel anytime. All plans include a 30-day money-back guarantee.

What states is LegalGEN available in?

LegalGEN is available to estate planning attorneys in all 50 US states. Document templates are customized to your state's requirements during the onboarding template mapping session.

How does online payment collection work?

Clients pay online as part of the intake workflow — before attorney document review. LegalGEN uses Stripe for secure payment processing. Funds are deposited directly to your firm's bank account.

What if I have a very small volume of estate planning clients?

Per-package pricing may suit you better. Will packages from $29/package, trust packages from $49/package — no monthly commitment. Contact us to discuss the best fit for your practice.

30 Day Guarantee

Try LegalGEN risk-free for 30 days

If LegalGEN doesn't measurably reduce your intake and document preparation time within 30 days, we'll refund your subscription in full — no questions asked.

Ready to stop chasing leads
and start converting clients?

Start with a 3-minute demo. See the full workflow before you commit to anything.

Schedule a 20-min call

See your return first —then choose the right plan